ACM Research (NASDAQ:ACMR) Stock Rating Upgraded by Wall Street Zen

Key Points

• Wall Street Zen upgraded ACM Research from “sell” to “hold,” and the stock’s broader analyst view now sits at a consensus Hold with an average price target of $40.
• The company reported better-than-expected Q1 results, posting $0.34 EPS on $231.26 million in revenue, with sales up 34.2% year over year.
• Despite the strong revenue growth, earnings declined from $0.46 a year ago to $0.34, while recent insider selling and mixed analyst actions point to continued uncertainty around the stock.

ACM Research (NASDAQ:ACMR - Get Free Report) was upgraded by analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a note issued to investors on Saturday.

Several other equities analysts have also recently commented on ACMR. Weiss Ratings raised shares of ACM Research from a "hold (c)" rating to a "hold (c+)" rating in a research report on Friday, April 24th. Seaport Research Partners assumed coverage on shares of ACM Research in a research report on Monday. They set a "buy" rating and a $75.00 price target on the stock. Finally, Zacks Research cut shares of ACM Research from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 27th. One investment analyst has rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $40.00.

ACM Research Stock Performance

NASDAQ:ACMR opened at $59.85 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 3.51 and a quick ratio of 2.33. The firm has a 50-day moving average of $48.52 and a two-hundred day moving average of $46.20. The stock has a market cap of $3.66 billion, a P/E ratio of 45.69 and a beta of 1.82. ACM Research has a 1-year low of $21.87 and a 1-year high of $71.65.

ACM Research (NASDAQ:ACMR - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The specialty retailer reported $0.34 earnings per share for the quarter, beating analysts' consensus estimates of $0.26 by $0.08. The company had revenue of $231.26 million during the quarter, compared to analysts' expectations of $215.69 million. ACM Research had a net margin of 9.48% and a return on equity of 4.17%. The firm's revenue for the quarter was up 34.2% on a year-over-year basis. During the same period in the prior year, the company posted $0.46 EPS. On average, research analysts expect that ACM Research will post 1.2 earnings per share for the current fiscal year.

Insider Activity

In other ACM Research news, Director Tracy Liu sold 15,000 shares of the company's stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $47.91, for a total value of $718,650.00. Following the completion of the transaction, the director owned 110,772 shares in the company, valued at approximately $5,307,086.52. This represents a 11.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Charles C. Pappis sold 5,000 shares of the company's stock in a transaction dated Friday, April 17th. The stock was sold at an average price of $52.00, for a total transaction of $260,000.00. Following the completion of the transaction, the director owned 5,000 shares of the company's stock, valued at approximately $260,000. This trade represents a 50.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 65,000 shares of company stock worth $3,110,750. 25.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. grew its position in ACM Research by 2.6% in the 4th quarter. Vanguard Group Inc. now owns 4,972,103 shares of the specialty retailer's stock worth $196,149,000 after purchasing an additional 125,690 shares during the last quarter. LSV Asset Management grew its position in ACM Research by 462.9% in the 3rd quarter. LSV Asset Management now owns 2,504,305 shares of the specialty retailer's stock worth $97,993,000 after purchasing an additional 2,059,405 shares during the last quarter. Triata Capital Ltd grew its position in ACM Research by 26.0% in the 3rd quarter. Triata Capital Ltd now owns 2,003,225 shares of the specialty retailer's stock worth $78,386,000 after purchasing an additional 413,000 shares during the last quarter. WCM Investment Management LLC grew its position in ACM Research by 16,878.8% in the 1st quarter. WCM Investment Management LLC now owns 1,860,874 shares of the specialty retailer's stock worth $70,583,000 after purchasing an additional 1,849,914 shares during the last quarter. Finally, Morgan Stanley grew its position in ACM Research by 58.8% in the 4th quarter. Morgan Stanley now owns 1,392,306 shares of the specialty retailer's stock worth $54,926,000 after purchasing an additional 515,340 shares during the last quarter. Institutional investors own 66.75% of the company's stock.

More ACM Research News

Here are the key news stories impacting ACM Research this week:

• Positive Sentiment: ACM Research beat Q1 estimates, reporting $0.34 EPS versus the consensus estimate of $0.16 to $0.26, while revenue of $231.26 million also came in above expectations. ACM Research, Inc. (ACMR) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Management and coverage around the results pointed to a major surge in ECP revenue and stronger advanced packaging demand, which suggests improving shipment momentum and better near-term growth prospects. ACMR Q1 Earnings Beat Estimates on ECP Strength and Packaging Demand
• Neutral Sentiment: Several transcript and commentary pieces circulated after the earnings release, keeping investor attention focused on the company’s outlook, margins, and semiconductor demand trends. ACM Research, Inc. (ACMR) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: ACM Research was also mentioned in broader AI-chip coverage, which may have added some speculative interest, though this was not a company-specific catalyst. You may not know this 1 China-focused chip stock but Seaport Global analysts can’t get enough
• Negative Sentiment: The results also showed earnings per share declined from $0.46 a year ago to $0.34, indicating year-over-year earnings pressure even as revenue growth remained strong.

ACM Research Company Profile

ACM Research, Inc NASDAQ: ACMR designs, develops and markets wet processing equipment for the semiconductor industry. The company focuses on advanced wafer cleaning technologies that address critical contamination-control requirements for logic, memory and advanced packaging applications. Since its founding in 2003, ACM Research has engineered modular platform tools that can be configured for a range of spin, scrub and batch cleaning processes.

Its product portfolio encompasses single-wafer spin cleaning systems featuring high-purity megasonic capabilities, dynamic chemical scrubbing modules for post-CMP residue removal and batch-process cleaning equipment designed for high-throughput production environments.

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